Tandem Investment Advisors | Investment Styles
15928
page-template-default,page,page-id-15928,ajax_updown_fade,page_not_loaded,,qode-theme-ver-5.9,wpb-js-composer js-comp-ver-5.1.1,vc_responsive

Investment Styles

Tandem offers the following five investment styles for Separately Managed Accounts, all based on the same Investment Philosophy and Investment Process:

 

1. LARGE CAP CORE

Large Cap Core seeks to provide less volatile returns and rising income over a complete market cycle.
Large Cap Core requires that portfolio companies consistently grow both earnings and dividends. Dividend growth justified by earnings growth allows stocks to perform well over time regardless of economic or market conditions. Tandem utilizes its proprietary investment methodology to produce results that experience less volatility than the broader market, resulting in less correlation as well.

 

2. EQUITY

Equity seeks to produce superior returns with less volatility over a complete market cycle.
Equity requires portfolio companies to consistently grow earnings and dividends, if they are paid. Tandem relies upon a proprietary investment methodology to produce returns that typically have limited correlation to the broader market in the short-run while keeping pace with prolonged market advances.

 

3. TAXABLE EQUITY

Taxable Equity seeks to produce superior returns with less volatility over a complete market cycle while being mindful of tax consequences.
Like our Equity style, Taxable Equity requires portfolio companies to consistently grow earnings and dividends, if they are paid. Tandem relies upon a proprietary investment methodology to produce returns that typically have limited correlation to the broader market in the short-run while keeping pace with prolonged market advances.

 

4.  MID CAP CORE

Mid Cap Core seeks to produce superior returns with less volatility over a complete market cycle by investing in the equity securities of companies with a market capitalization of less than $20 Billion at time of purchase. Mid Cap Core requires portfolio companies to consistently grow earnings and dividends, if they are paid. Tandem relies upon a proprietary investment methodology to produce returns that typically have limited correlation to the broader market in the short-run while keeping pace with prolonged market advances.

 

5. BALANCED

The equity portion of a balanced account will utilize Tandem’s Large Cap Core strategy. The fixed income portion will typically be invested in U.S. Treasury obligations and will seek, in this order, Preservation of Capital, Liquidity and Current Income.